Wealth & Retirement · 121 skills
- Retirement income & withdrawal strategy
- Tax: Roth/RRSP, loss harvesting, rule changes
- Estate, insurance & cross-border planning
- Advisor tools: meeting prep, compliance pre-screen
Agent Library
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21,511 governed library items · counted live from the catalog, not a marketing number
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Enterprise Role Packs · 11 roles
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- Risk & Compliance
Productivity Pack · 9 agents
- Inbox triage & email drafting
- Meeting prep, notes & follow-up
- Smart scheduling & daily brief
- Executive assistant orchestration
Gene collection · 630 agents
- Smart claims, actuarial & AML
- Audit, GRC & ESG reporting
- ITAM / ITSM & security operations
- Data & analytics workbenches
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864 results · Marketing
Marketing: SEO Specialist Routing Advisor
Routing Advisor template for SEO Specialist teams in Marketing. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: SEO Specialist Trend Briefing
Trend Briefing template for SEO Specialist teams in Marketing. Summarizes supplied historical data and query results; it does not run a forecasting model. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: SEO Specialist Onboarding Guide
Onboarding Guide template for SEO Specialist teams in Marketing. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: SEO Specialist Feedback Summary
Feedback Summary template for SEO Specialist teams in Marketing. Summarizes supplied feedback for review; it does not autonomously score sentiment or monitor conversations. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: SEO Specialist Research & Discovery
Research & Discovery template for SEO Specialist teams in Marketing. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: SEO Specialist Process Guidance
Process Guidance template for SEO Specialist teams in Marketing. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Intake Review & Triage
Intake Review & Triage template for Social Media Manager teams in Marketing. Summarizes supplied request context and assesses urgency; it does not capture or route work. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Document Summarizer
Document Summarizer template for Social Media Manager teams in Marketing. Condenses supplied documents and threads into a concise brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Q&A Assistant
Q&A Assistant template for Social Media Manager teams in Marketing. Searches approved Cortex knowledge and drafts a grounded response for review. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Drafting & Generation
Drafting & Generation template for Social Media Manager teams in Marketing. Drafts correspondence and responses from supplied context for human review. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Record Review
Record Review template for Social Media Manager teams in Marketing. Summarizes a supplied record and assesses possible risk or ambiguity; it does not apply system labels. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Data Query & Summary
Data Query & Summary template for Social Media Manager teams in Marketing. Runs a governed read query and summarizes the returned records; it does not write source data. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Compliance Checker
Compliance Checker template for Social Media Manager teams in Marketing. Evaluates supplied context against applicable policy and prepares review findings. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Risk Assessment
Risk Assessment template for Social Media Manager teams in Marketing. Assesses a supplied entity or transaction against policy thresholds and explains the result. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Reconciliation Brief
Reconciliation Brief template for Social Media Manager teams in Marketing. Queries supplied record data and prepares a discrepancy brief; it does not adjust source records. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Exception Review
Exception Review template for Social Media Manager teams in Marketing. Reviews a supplied event or record for risk; it does not watch streams or raise alerts autonomously. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager On-demand Reporting & Insights
On-demand Reporting & Insights template for Social Media Manager teams in Marketing. Runs an on-demand read query and summarizes the result; it does not schedule or deliver recurring reports. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Decision Support
Decision Support template for Social Media Manager teams in Marketing. Assesses supplied context and drafts a recommendation for a person to review. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Routing Advisor
Routing Advisor template for Social Media Manager teams in Marketing. Summarizes supplied work and recommends a priority; it does not assign owners or rebalance queues. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Trend Briefing
Trend Briefing template for Social Media Manager teams in Marketing. Summarizes supplied historical data and query results; it does not run a forecasting model. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Onboarding Guide
Onboarding Guide template for Social Media Manager teams in Marketing. Searches approved knowledge and drafts onboarding guidance; it does not collect inputs or track completion. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Feedback Summary
Feedback Summary template for Social Media Manager teams in Marketing. Summarizes supplied feedback for review; it does not autonomously score sentiment or monitor conversations. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Research & Discovery
Research & Discovery template for Social Media Manager teams in Marketing. Searches approved Cortex knowledge, summarizes supplied findings, and drafts a research brief. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
Marketing: Social Media Manager Process Guidance
Process Guidance template for Social Media Manager teams in Marketing. Drafts process guidance from approved knowledge and supplied context; it does not execute steps or coordinate systems. Installing records this template for your tenant; configure a runtime agent and any supported integrations separately. Possible integration contexts include HubSpot, Marketo, Google Analytics.
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Library agents aren't scripts — they're governed identities. Installing one registers it with an owner, a budget, allowed models and actions, and a place in the audit ledger.
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